Steedos Applications

Steedos Applications | Steedos 应用程序

Overview | 概述

A Steedos application is a container that groups related objects, pages, and functionality together. Applications appear in the navigation menu and provide organized access to features.

Steedos 应用程序是一个容器,将相关的对象、页面和功能组合在一起。应用程序显示在导航菜单中,提供对功能的有组织访问。

File Format | 文件格式

• File Extension: .app.yml
• Location: main/default/applications/
• Format: YAML
• Naming: [app_code].app.yml

Basic Structure | 基本结构

name: Application Name
code: app_code
description: Application description
icon_slds: icon_name
color: blue
is_creator: true
showSidebar: true
mobile: true
visible: true
sort: 100
tabs:
  - object1
  - object2
tab_items:
  object1:
    group: ''
    index: 1
  object2:
    group: ''
    index: 2

Field Reference | 字段参考

Required Fields | 必需字段

name (String) — ⚠️ Required, MUST NOT be omitted

Application display name shown in the UI. 不能省略。

name: Contract Management

code (String) — ⚠️ Required, MUST NOT be omitted

Unique identifier for the application (API name). 不能省略。

⚠️ CRITICAL: The code value MUST exactly match the filename (without .app.yml). For example, if code: steedos_crm, the file MUST be named steedos_crm.app.yml.

⚠️ 重要：code 值必须与文件名（去掉 .app.yml 后缀）完全一致。例如 code: steedos_crm，文件名必须为 steedos_crm.app.yml。

code: steedos_crm   # → file: steedos_crm.app.yml

tabs (Array) — REQUIRED

List of tab names for the application's sidebar navigation. This field is required — without it, the application menu will not display.

应用程序侧边栏导航的标签页名称列表。此字段为必需 — 没有它，应用程序菜单将无法显示。

Each entry is either a tab name (matching a .tab.yml file) or an object API name (implicit object tab).

tabs:
  - contracts
  - contract_items
  - page_custom_dashboard

is_creator (Boolean) — ⚠️ Required, MUST be true

Whether this application uses the Creator UI framework. Must always be true.

是否使用 Creator UI 框架。必须始终设置为 true，不能省略。

is_creator: true

visible (Boolean) — ⚠️ Required, MUST be true

Whether the application is visible in the app menu. Must always be true.

应用是否在菜单中可见。必须始终设置为 true，不能省略。

visible: true

showSidebar (Boolean) — ⚠️ Required, MUST be true

Whether the sidebar navigation is shown. Must always be true.

是否显示侧边栏导航。必须始终设置为 true，不能省略。

showSidebar: true

Optional Fields | 可选字段

_id (String)

Explicit ID for the application. If not provided, uses code.

_id: contracts

description (String)

Description of the application's purpose.

description: Manage contracts and agreements

color (String)

Application theme color. Must be one of the following values:

应用程序主题颜色。必须是以下值之一：

Default: sky

color: blue
color: teal
color: purple

dark (Boolean)

Whether the application uses a dark theme for the sidebar.

dark: true

mobile (Boolean)

Whether the application is available on mobile devices.

mobile: true

icon_slds (String)

⚠️ MUST be a value from the Valid icon_slds Values list below. Do NOT invent icon names. If no icon matches, use custom or record as a safe default.

Salesforce Lightning 图标名称。必须从下方有效值列表中选取，严禁自行编造。如无匹配图标，使用 custom 或 record 作为默认值。

icon_slds: approval
icon_slds: agent_home
icon_slds: contract

icon (String)

Custom icon name (use icon_slds when possible).

icon: custom_icon

sort (Number)

Display order in the application menu (lower numbers first).

sort: 100

tab_items (Object)

Detailed tab configuration with grouping and ordering. Keys are tab names (matching entries in tabs), values specify group and index.

详细的标签配置，包含分组和排序。键为标签名（对应 tabs 中的条目），值指定 group 和 index。

tab_items:
  contracts:
    group: 业务
    index: 1
  contract_items:
    group: 业务
    index: 2
  page_custom_dashboard:
    group: ''
    index: 0

tab_groups (Array)

Define sidebar navigation groups. Each group has a group_name and optional default_open.

定义侧边栏导航分组。每个分组有 group_name 和可选的 default_open。

tab_groups:
  - group_name: 业务
    default_open: true
  - group_name: 管理
    default_open: true

Complete Example | 完整示例

Simple Application | 简单应用

name: Task Management
code: tasks
description: Manage tasks and to-dos
icon_slds: task
color: blue
is_creator: true
showSidebar: true
mobile: true
visible: true
sort: 200
tabs:
  - tasks
tab_items:
  tasks:
    group: ''
    index: 1

Complex Application | 复杂应用

_id: contract_management
name: Contract Management
code: contracts
description: Complete contract lifecycle management system
icon_slds: contract
color: teal
is_creator: true
showSidebar: true
mobile: true
visible: true
sort: 100

tabs:
  - contracts
  - contract_items
  - contract_templates
  - customers
  - contract_approvals

tab_groups:
  - group_name: 合同
    default_open: true
  - group_name: 客户
    default_open: true

tab_items:
  contracts:
    group: 合同
    index: 1
  contract_items:
    group: 合同
    index: 2
  contract_templates:
    group: 合同
    index: 3
  customers:
    group: 客户
    index: 1
  contract_approvals:
    group: ''
    index: 0

admin_menus:
  - _id: contract_settings
    name: Contract Settings
    sort: 100
    permission_sets:
      - admin
    object_name: contract_templates
    parent: contracts

Advanced Features | 高级功能

Admin Menus | 管理菜单

Applications can include admin menu items:

admin_menus:
  - _id: settings_menu
    name: Settings
    sort: 100
    permission_sets:
      - admin
    object_name: settings_object
    parent: app_code

  - _id: reports_menu
    name: Reports
    sort: 200
    permission_sets:
      - admin
      - manager
    object_name: reports

Admin Menu Fields:

• _id: Unique identifier
• name: Display name
• sort: Display order
• permission_sets: Who can see it
• object_name: Associated object
• parent: Parent menu ID

Landing Page | 落地页

Specify a landing page when opening the app:

landing_page: custom_dashboard

Application Types | 应用程序类型

1. Standard Application | 标准应用

For general business processes:

name: Sales Management
code: sales
description: Sales pipeline and opportunities
icon_slds: opportunity
color: orange
is_creator: true
showSidebar: true
mobile: true
visible: true
tabs:
  - leads
  - opportunities
  - quotes
  - orders
tab_items:
  leads:
    group: ''
    index: 1
  opportunities:
    group: ''
    index: 2
  quotes:
    group: ''
    index: 3
  orders:
    group: ''
    index: 4

2. Admin Application | 管理应用

For system administration:

name: System Administration
code: admin
description: System configuration and management
icon_slds: settings
is_creator: false
showSidebar: true
visible: true
permission_sets:
  - admin
admin_menus:
  - _id: user_management
    name: Users
    object_name: users
  - _id: permissions
    name: Permissions
    object_name: permission_sets

3. Process Automation Application | 流程自动化应用

For workflows and automation:

_id: process_automation
name: Process Automation
icon_slds: approval
is_creator: false
admin_menus:
  - _id: process_definition
    name: Approval Processes
    sort: 400
    permission_sets:
      - admin
    object_name: process_definition
    parent: process_automation

4. Dashboard Application | 仪表板应用

Analytics and reporting:

name: Analytics Dashboard
code: analytics
description: Business intelligence and reporting
icon_slds: dashboard
color: cyan
is_creator: true
showSidebar: true
mobile: true
visible: true
landing_page: analytics_dashboard
tabs:
  - reports
  - dashboards
tab_items:
  reports:
    group: ''
    index: 1
  dashboards:
    group: ''
    index: 2

Application Visibility & Permissions | 应用可见性和权限

Basic Visibility

visible: true   # All users can see

Permission-Based Visibility

Use permission sets to control access:

permission_sets:
  - admin
  - manager

Programmatic Visibility

Use permission_sets to control which profiles can access the application:

使用 permission_sets 控制哪些权限配置可以访问应用程序：

permission_sets:
  - admin
  - hr_manager

Icon Reference | 图标参考

⚠️ CRITICAL: The icon_slds value MUST be chosen from the valid list below. NEVER invent or guess icon names. Any value NOT in this list will cause a broken icon. When in doubt, use custom or record.

⚠️ 重要：icon_slds 值必须从下方有效值列表中选取，严禁自行编造图标名称。不在列表中的值会导致图标无法显示。如不确定，使用 custom 或 record。

Valid icon_slds Values | 有效的 icon_slds 值

The following is the complete and exhaustive list of valid icon_slds values. Any value NOT in this list will result in a broken icon:

以下是 icon_slds 的完整且唯一有效值列表，不在此列表中的值会导致图标无法显示：

A: account, account_info, action_list_component, actions_and_buttons, activation_target, activations, address, agent_home, agent_session, aggregation_policy, all, announcement, answer_best, answer_private, answer_public, apex, apex_plugin, app, approval, apps, apps_admin, article, asset_action, asset_action_source, asset_audit, asset_downtime_period, asset_object, asset_relationship, asset_state_period, asset_warranty, assigned_resource, assignment, attach, avatar, avatar_loading

B: bot, bot_training, branch_merge, brand, budget, budget_allocation, bundle_config, bundle_policy, business_hours, buyer_account, buyer_group

C: calculated_insights, calibration, call, call_coaching, call_history, campaign, campaign_members, cancel_checkout, canvas, capacity_plan, care_request_reviewer, carousel, case, case_change_status, case_comment, case_email, case_log_a_call, case_milestone, case_transcript, case_wrap_up, catalog, category, change_request, channel_program_history, channel_program_levels, channel_program_members, channel_programs, chart, checkout, choice, client, cms, coaching, code_playground, code_set, code_set_bundle, collection, collection_variable, connected_apps, constant, contact, contact_list, contact_request, contract, contract_line_item, contract_payment, coupon_codes, currency, currency_input, custom, custom_component_task, custom_notification, customer_360, customer_lifecycle_analytics, customer_portal_users, customers

D: dashboard, dashboard_component, dashboard_ea, data_integration_hub, data_mapping, data_model, data_streams, datadotcom, dataset, date_input, date_time, decision, default, delegated_account, device, discounts, display_rich_text, display_text, document, document_reference, drafts, duration_downscale, dynamic_record_choice

E: education, einstein_replies, email, email_chatter, employee, employee_asset, employee_contact, employee_job, employee_job_position, employee_organization, empty, endorsement, entitlement, entitlement_policy, entitlement_process, entitlement_template, entity, entity_milestone, environment_hub, event, events, expense, expense_report, expense_report_entry

F: feed, feedback, field_sales, file, filter, filter_criteria, filter_criteria_rule, first_non_empty, flow, folder, forecasts, form, formula, fulfillment_order

G: generic_loading, global_constant, goals, group_loading, groups, guidance_center

H: hierarchy, high_velocity_sales, historical_adherence, holiday_operating_hours, home, household

I: identifier, immunization, incident, individual, insights, instore_locations, investment_account, invocable_action, iot_context, iot_orchestrations

J: javascript_button, job_family, job_position, job_profile

K: kanban, key_dates, knowledge

L: lead, lead_insights, lead_list, letterhead, lightning_component, lightning_usage, link, list_email, live_chat, live_chat_visitor, location, location_permit, log_a_call, logging, loop

M: macros, maintenance_asset, maintenance_plan, maintenance_work_rule, marketing_actions, med_rec_recommendation, med_rec_statement_recommendation, medication, medication_dispense, medication_ingredient, medication_reconciliation, medication_statement, merge, messaging_conversation, messaging_session, messaging_user, metrics, multi_picklist, multi_select_checkbox

N: network_contract, news, note, number_input

O: observation_component, omni_supervisor, operating_hours, opportunity, opportunity_contact_role, opportunity_splits, orchestrator, order_item, orders, outcome, output

P: partner_fund_allocation, partner_fund_claim, partner_fund_request, partner_marketing_budget, partners, password, past_chat, patient_medication_dosage, payment_gateway, people, performance, person_account, person_language, person_name, photo, picklist_choice, picklist_type, planogram, poll, portal, portal_roles, portal_roles_and_subordinates, post, practitioner_role, price_book_entries, price_books, pricebook, pricing_workspace, problem, procedure, procedure_detail, process, process_exception, product, product_consumed, product_consumed_state, product_item, product_item_transaction, product_quantity_rules, product_request, product_request_line_item, product_required, product_service_campaign, product_service_campaign_item, product_transfer, product_transfer_state, product_warranty_term, product_workspace, products, promotion_segments, promotions, promotions_workspace, propagation_policy, proposition

Q: qualifications, question_best, question_feed, queue, quick_text, quip, quip_sheet, quotes

R: radio_button, read_receipts, recent, recipe, record, record_create, record_delete, record_lookup, record_signature_task, record_update, recycle_bin, related_list, relationship, reply_text, report, report_type, resource_absence, resource_capacity, resource_preference, resource_skill, restriction_policy, return_order, return_order_line_item, reward, rtc_presence

S: sales_cadence, sales_cadence_target, sales_channel, sales_path, sales_value, salesforce_cms, scan_card, schedule_objective, scheduling_constraint, scheduling_policy, screen, search, section, segments, selling_model, serialized_product, serialized_product_transaction, service_appointment, service_appointment_capacity_usage, service_contract, service_crew, service_crew_member, service_report, service_request, service_request_detail, service_resource, service_territory, service_territory_location, service_territory_member, service_territory_policy, settings, shift, shift_pattern, shift_pattern_entry, shift_preference, shift_scheduling_operation, shift_template, shift_type, shipment, skill, skill_entity, skill_requirement, slack, slider, sms, snippet, snippets, sobject, sobject_collection, social, solution, sort, sort_policy, sossession, stage, stage_collection, steps, store, store_group, story, strategy, survey, swarm_request, swarm_session, system_and_global_variable

T: tableau, task, task2, team_member, template, text, text_template, textarea, textbox, thanks, thanks_loading, timesheet, timesheet_entry, timeslot, today, toggle, topic, topic2, tour, tour_check, trailhead, trailhead_alt, travel_mode

U: unified_health_score, unmatched, user, user_role

V: variable, variation_attribute_setup, variation_products, video, visit_templates, visits, visualforce_page, voice_call

W: waits, warranty_term, webcart, work_capacity_limit, work_capacity_usage, work_contract, work_forecast, work_order, work_order_item, work_plan, work_plan_rule, work_plan_template, work_plan_template_entry, work_queue, work_step, work_step_template, work_type, work_type_group, workforce_engagement

Common Icons by Category | 常用图标分类

Custom Icons

icon: custom_icon_name

File Location | 文件位置

steedos-packages/
└── my-package/
    └── main/
        └── default/
            └── applications/
                ├── app1.app.yml
                ├── app2.app.yml
                └── admin.app.yml

Best Practices | 最佳实践

1. Naming Conventions | 命名规范

⚠️ Application Code & Filename Rule | 应用 code 与文件名规范

The code value MUST exactly match the filename (without .app.yml). This is a hard requirement.

code 值必须与文件名（去掉 .app.yml 后缀）完全一致，这是强制要求。

# File: steedos_crm.app.yml
code: steedos_crm   # ✅ matches filename

# File: steedos_crm.app.yml
code: crm           # ❌ does NOT match filename

⚠️ Application Code Prefix Rule | 应用 code 前缀规范

All custom applications MUST have their code prefixed with {org_code}_{project_code}_ to avoid naming conflicts.

所有自定义应用的 code 必须以 {组织简码}_{项目简码}_ 开头，防止命名冲突。

Format: {org_code}_{project_code}_{app_name}

# ✅ Good
name: CRM
code: steedos_crm_app

name: HR Management
code: acme_hr_app

# ❌ Bad — no prefix, risks conflict
name: Contract Management
code: contracts

⚠️ When a user does not specify a prefix, ASK for their organization code and project code before generating app files. Do NOT invent a prefix.

⚠️ 如果用户未指定前缀，在生成应用文件前必须询问其组织简码和项目简码，不得自行编造前缀。

2. Tab Organization with Groups

Group related tabs using tab_groups and tab_items:

使用 tab_groups 和 tab_items 对标签进行分组：

tabs:
  - contracts
  - customers
  - contract_items
  - contract_approvals
  - contract_templates

tab_groups:
  - group_name: 业务
    default_open: true
  - group_name: 配置
    default_open: false

tab_items:
  contracts:
    group: 业务
    index: 1
  customers:
    group: 业务
    index: 2
  contract_items:
    group: 业务
    index: 3
  contract_approvals:
    group: 业务
    index: 4
  contract_templates:
    group: 配置
    index: 1

3. Always Enable Sidebar

Always set showSidebar: true for proper navigation:

始终设置 showSidebar: true 以确保正确的导航：

showSidebar: true
mobile: true

4. Sort Order

Use consistent sort values:

# Primary apps: 100-199
sort: 100  # Main business app

# Secondary apps: 200-299
sort: 200  # Supporting app

# Admin apps: 900-999
sort: 900  # Administration

5. Icons

The icon_slds value MUST exist in the valid icon_slds values list. Never invent icon names. Use custom or record if no specific icon fits. Common mappings: 质检/检验→observation_component, 巡检→visits, 设备→maintenance_asset, 工单→work_order, 审批→approval

icon_slds 值必须存在于有效值列表中，严禁编造。 常见映射：质检→observation_component，巡检→visits，设备→maintenance_asset，工单→work_order，审批→approval

# Business apps
icon_slds: contract      # Contracts
icon_slds: opportunity   # Sales
icon_slds: account       # Customers
icon_slds: orders        # Orders

# System apps
icon_slds: settings      # Configuration
icon_slds: dashboard     # Analytics
icon_slds: apps_admin    # Administration

Common Patterns | 常见模式

CRM Application

# File: steedos_crm.app.yml
name: CRM 客户关系管理
code: steedos_crm
description: 客户关系管理系统
icon_slds: opportunity
is_creator: true
showSidebar: true
mobile: true
visible: true
sort: 100

tabs:
  - steedos_crm_overview
  - steedos_crm_leads
  - steedos_crm_accounts
  - steedos_crm_contacts
  - steedos_crm_opportunities
  - steedos_crm_activities
  - steedos_crm_quotes
  - steedos_crm_contracts
  - steedos_crm_products
  - steedos_crm_sales_targets

tab_groups:
  - group_name: 概览
    default_open: true
  - group_name: 销售过程
    default_open: true
  - group_name: 商务管理
    default_open: true
  - group_name: 基础数据
    default_open: true

tab_items:
  steedos_crm_overview:
    group: 概览
    index: 1
  steedos_crm_leads:
    group: 销售过程
    index: 1
  steedos_crm_accounts:
    group: 销售过程
    index: 2
  steedos_crm_contacts:
    group: 销售过程
    index: 3
  steedos_crm_opportunities:
    group: 销售过程
    index: 4
  steedos_crm_activities:
    group: 销售过程
    index: 5
  steedos_crm_quotes:
    group: 商务管理
    index: 1
  steedos_crm_contracts:
    group: 商务管理
    index: 2
  steedos_crm_products:
    group: 基础数据
    index: 1
  steedos_crm_sales_targets:
    group: 基础数据
    index: 2

Project Management Application

name: Project Management
code: projects
description: Track projects, tasks, and resources
icon_slds: task
color: green
is_creator: true
showSidebar: true
mobile: true
visible: true
sort: 150
tabs:
  - projects
  - tasks
  - milestones
  - time_entries
tab_groups:
  - group_name: 项目
    default_open: true
tab_items:
  projects:
    group: 项目
    index: 1
  tasks:
    group: 项目
    index: 2
  milestones:
    group: 项目
    index: 3
  time_entries:
    group: ''
    index: 4

HR Management Application

name: Human Resources
code: hr
description: Employee and HR management
icon_slds: people
color: purple
is_creator: true
showSidebar: true
mobile: true
visible: true
sort: 200
permission_sets:
  - admin
  - hr_manager
tabs:
  - employees
  - departments
  - positions
  - attendance
  - leave_requests
tab_groups:
  - group_name: 人事
    default_open: true
  - group_name: 考勤
    default_open: true
tab_items:
  employees:
    group: 人事
    index: 1
  departments:
    group: 人事
    index: 2
  positions:
    group: 人事
    index: 3
  attendance:
    group: 考勤
    index: 1
  leave_requests:
    group: 考勤
    index: 2

Internationalization | 国际化

Application names are translated using .translation.yml files. See the translations skill for details.

应用名称通过 .translation.yml 文件翻译。详见国际化 skill。

# applications/contracts.app.yml — label follows user's prompt language
name: 合同管理
code: contracts

# objectTranslations are NOT used for apps.
# Use translations/en.translation.yml for app name translation:
# CustomLabels or app-level translation entries.

Troubleshooting | 故障排除

Issue: Application not showing

Solutions:

1. Check visible: true
2. Verify user has permissions
3. Check object permissions
4. Clear cache and reload

Issue: Objects not appearing

Solutions:

1. Verify objects exist
2. Check object names match exactly
3. Ensure objects have proper permissions
4. Restart server

Issue: Icon not displaying

Solutions:

1. Use valid Lightning icon name
2. Check icon name spelling
3. Try alternative: icon_slds vs icon

References | 参考资料

• Object Definition
• Micro Pages
• Object Permissions
• Salesforce Lightning Icons
• Steedos Documentation